See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,784 | $165,984+69.2% | $164,813+70.4% | $145,922+92.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.22% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,203 | $5,273-20.3% | $4,341-3.2% | $4,660-9.8% |
| Participant deferral / active EE | $9,297 | $6,959+33.6% | $6,031+54.1% | $6,688+39.0% |
| Admin fee / account holder | $19,100 | $16,648+14.7% | $12,690+50.5% | $13,397+42.6% |